TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.58B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,361
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$24.1M
3
+$16.2M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$16M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.9M

Top Sells

1
+$5.49M
2
+$4.48M
3
+$3.68M
4
EPD icon
Enterprise Products Partners
EPD
+$3.08M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.01M

Sector Composition

1 Technology 7.48%
2 Financials 5.15%
3 Healthcare 3.51%
4 Industrials 3.15%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$9.63K ﹤0.01%
86
-2
1052
$9.54K ﹤0.01%
313
-187
1053
$9.52K ﹤0.01%
+279
1054
$9.34K ﹤0.01%
1,162
+24
1055
$9.32K ﹤0.01%
+226
1056
$9.2K ﹤0.01%
186
1057
$9.06K ﹤0.01%
290
+5
1058
$8.9K ﹤0.01%
183
-169
1059
$8.86K ﹤0.01%
187
-32
1060
$8.61K ﹤0.01%
352
1061
$8.6K ﹤0.01%
103
+76
1062
$8.37K ﹤0.01%
304
-5
1063
$8.35K ﹤0.01%
129
1064
$8.15K ﹤0.01%
55
+33
1065
$8.1K ﹤0.01%
306
-740
1066
$8.09K ﹤0.01%
405
1067
$8.08K ﹤0.01%
131
+49
1068
$7.95K ﹤0.01%
52
-333
1069
$7.89K ﹤0.01%
172
+31
1070
$7.72K ﹤0.01%
176
1071
$7.7K ﹤0.01%
119
-8,737
1072
$7.6K ﹤0.01%
42
-1,653
1073
$7.56K ﹤0.01%
60
-30
1074
$7.5K ﹤0.01%
116
-78
1075
$7.5K ﹤0.01%
94
41 42
43
44 45